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Roger L. Thusius, CFP®, CSA

Cornerstone Investment Advisors, LLC

811 Governor Ritchie Hwy
Ste 15
Severna Park, MD 21146-4130
Phone: (410) 544-5682
Fax: (410) 544-5501

Toll-free: (800) 876-2985

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care

 

How Planner Charges

Considerations: We provide a complementary initial consultation and welcome you to become acquainted with our firm and to share your goals with us.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.